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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
WAM
3651
Warberg Asset Management
Winnetka,
Illinois
| USD 551 M | -USD 48.5 M | -8% | 11.4% | 65.3% | 241 | 49.38% | 0.7 |
|
| 3652 |
PRCP
3652
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| USD 551 M | +USD 89.2 M | +19% | 22.9% | 149% | 143 | 10.49% | 5.5 |
|
| 3653 |
PWMG
3653
Prestige Wealth Management Group
Flemington,
New Jersey
| USD 551 M | +USD 41.6 M | +8% | 10.5% | 55.8% | 1,150 | 6.43% | 4.5 |
|
| 3654 |
IG
3654
Ithaka Group
Arlington,
Virginia
| USD 551 M | +USD 68.9 M | +14% | 43% | 143% | 44 | 22.73% | 3.8 |
|
| 3655 |
LECM
3655
Lead Edge Capital Management
New York
| USD 550 M | +USD 143 M | +35% | 7.18% | 20.2% | 12 | 0% | 1.2 |
|
| 3656 |
KV
3656
Kickstand Ventures
Pittsford,
New York
| USD 550 M | +USD 75.3 M | +16% | 13.9% | 51.4% | 162 | 24.69% | 1.4 |
|
| 3657 |
LC
3657
Landaas & Company
Milwaukee,
Wisconsin
| USD 550 M | +USD 93.7 M | +21% | 13.8% | 60.3% | 154 | 18.83% | 2.9 |
|
| 3658 |
SCM
3658
Simcoe Capital Management
New York
| USD 549 M | -USD 26.9 M | -5% | 9.2% | 48.7% | 18 | 33.33% | 0.6 |
|
| 3659 |
HCA
3659
Harbour Capital Advisors
Tysons Corner,
Virginia
| USD 549 M | +USD 24.1 M | +5% | 25% | 168% | 331 | 25.08% | 3 |
|
| 3660 |
GIPM
3660
G2 Investment Partners Management
New York
| USD 549 M | +USD 143 M | +35% | 82.3% | 1,145% | 87 | 34.48% | 1 |
|
| 3661 |
RP
3661
Rowlandmiller & Partners
Atlanta,
Georgia
| USD 549 M | +USD 55.3 M | +11% | 19.8% | 84% | 199 | 7.04% | 6.5 |
|
| 3662 |
MCM
3662
Maltese Capital Management
New York
| USD 549 M | +USD 40.7 M | +8% | 15.3% | 114% | 112 | 17.86% | 3.2 |
|
| 3663 |
EL
3663
EWA LLC
Pittsbugh,
Pennsylvania
| USD 548 M | +USD 107 M | +24% | 22% | 102% | 352 | 25.85% | 1.3 |
|
| 3664 |
CMI
3664
Clare Market Investments
Dallas,
Texas
| USD 548 M | +USD 70.1 M | +15% | 21.9% | – | 200 | 29.5% | 2.4 |
|
| 3665 |
CFC
3665
Coyle Financial Counsel
Glenview,
Illinois
| USD 548 M | +USD 75.2 M | +16% | 15.2% | 62.4% | 134 | 21.64% | 2.8 |
|
| 3666 |
SP
3666
Stonebrook Private
Northville,
Michigan
| USD 548 M | +USD 78.1 M | +17% | 18% | – | 283 | 24.73% | 1.4 |
|
| 3667 |
CCM
3667
CoreView Capital Management
Hong Kong
| USD 547 M | +USD 74.4 M | +16% | 7.21% | 50.9% | 8 | 37.5% | 2.6 |
|
| 3668 |
RF
3668
Rossby Financial
Melbourne,
Florida
| USD 547 M | +USD 57.7 M | +12% | 13.6% | – | 2,382 | 14.65% | 0.8 |
|
| 3669 |
BF
3669
Brooklyn FI
New York
| USD 547 M | +USD 71 M | +15% | 11.3% | 54.7% | 440 | 69.55% | 0.5 |
|
| 3670 |
DBG
3670
De Burlo Group
Boston,
Massachusetts
| USD 547 M | +USD 105 M | +24% | 39% | 147% | 94 | 10.64% | 3.7 |
|
| 3671 |
UFF
3671
USA Financial Formulas
Ada,
Michigan
| USD 546 M | +USD 15.7 M | +3% | 18.9% | 104% | 542 | 43.36% | 0.9 |
|
| 3672 |
HW
3672
Hamilton Wealth
Encino,
California
| USD 546 M | +USD 32.7 M | +6% | 11% | 108% | 141 | 37.59% | 2 |
|
| 3673 |
LF
3673
Lantz Financial
Naperville,
Illinois
| USD 546 M | +USD 62.5 M | +13% | 13.5% | 74.3% | 262 | 9.92% | 3.6 |
|
| 3674 |
AAM
3674
AR Asset Management
West Hollywood,
California
| USD 546 M | +USD 28.7 M | +6% | 8.24% | 64.9% | 124 | 5.65% | 8.3 |
|
| 3675 |
QAM
3675
Q3 Asset Management
Birmingham,
Michigan
| USD 546 M | +USD 134 M | +32% | 12.3% | 96.2% | 101 | 67.33% | 0.4 |
|